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Health Care Select Sector SPDR Fund
XLV

Overview Fund Activity

1,634 hedge funds and large institutions have $30.7B invested in Health Care Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 569 increasing their positions, 584 reducing their positions, and 104 closing their positions.

Holders
1,634
Holders Change
+119
Holders Change %
+7.85%
% of All Funds
23.96%
Holding in Top 10
110
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.56%
% of All Funds
1.61%
New
246
Increased
569
Reduced
584
Closed
104
Calls
$1.63B
Puts
$2.25B
Net Calls
-$619M
Net Calls Change
-$161M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.28B
2
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$385M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$171M
4
CM
4
Churchill Management
California
$294M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$951M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$3.55M
2
MMH
2
Menora Mivtachim Holdings
Israel
$116M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M
4
Goldman Sachs
4
Goldman Sachs
New York
$457M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
251
AAF Wealth Management
Massachusetts
$7.99M 58,605 +1,574 +3%
CA
252
Crumly & Associates
Illinois
$7.99M 58,595 -10,781 -16%
AI
253
Arvest Investments
Arkansas
$7.92M 58,080 +58,080 New
WWM
254
Western Wealth Management
Colorado
$7.84M 57,456 -11,830 -17%
CI
255
CX Institutional
Indiana
$7.75M 56,857 -16,465 -22%
MWA
256
MFA Wealth Advisors
Pennsylvania
$7.7M 56,495 +1,528 +3%
PCA
257
Pallas Capital Advisors
Massachusetts
$7.67M 56,223 +11,748 +26%
VA
258
Valmark Advisers
Ohio
$7.57M 55,494 +854 +2%
JMFC
259
J.M. Forbes & Co
Massachusetts
$7.55M 55,331 -619 -1%
WCM
260
Winthrop Capital Management
Indiana
$7.48M 54,874 +54,874 New
BPA
261
Beacon Pointe Advisors
California
$7.42M 54,369 +851 +2%
CFGS
262
Concourse Financial Group Securities
Alabama
$7.41M 54,298 +3,018 +6%
AAS
263
Annex Advisory Services
Wisconsin
$7.38M 54,148 -23,199 -30%
IC
264
IEQ Capital
California
$7.29M 53,478 +21,305 +66%
MFG
265
Merit Financial Group
Georgia
$7.18M 52,643 -10,150 -16%
DWM
266
Denver Wealth Management
Colorado
$7.18M 52,635 +2,701 +5%
CC
267
Constitution Capital
Connecticut
$7.13M 52,256 -2,072 -4%
EFG
268
Embree Financial Group
Illinois
$7.12M 52,225 +52,225 New
HCMG
269
Howard Capital Management Group
California
$7.11M 52,150 -448 -0.9%
CCS
270
Concentric Capital Strategies
Connecticut
$7.07M 51,830 +18,623 +56%
ST
271
Sabal Trust
Florida
$7.05M 51,718 +6,770 +15%
5SA
272
5th Street Advisors
Connecticut
$7.01M 51,418 -3,054 -6%
OPS
273
Orion Portfolio Solutions
Nebraska
$6.94M 49,460 -14,978 -23%
BCI
274
Brinker Capital Investments
Pennsylvania
$6.94M 49,460 -14,978 -23%
CIBC World Market
275
CIBC World Market
Ontario, Canada
$6.91M 50,680 -46,412 -48%
9 10
11
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